Welcome to your Kirk Newsholme Financial Planning Resources
On this page you will find key documents that explain how we work together, protect your information, and tailor advice to your goals. Each section below gives a brief overview before you dive into the details.
Client Agreement
This document explains who we are, the services we offer, and how we work with you. It covers our advice process, the fees for initial planning and implementation, and how you can pay.
It also outlines your rights, protections, and what to expect from us throughout your financial journey.
Ongoing Service Agreement – Accumulation
This sets out what is included in our ongoing service – regular reviews, portfolio monitoring, tax planning, and keeping your financial plan on track. It explains the cost, payment options, and how you can cancel if you choose.
Client Privacy Notice
Your privacy matters to us. This notice explains how we collect, use, and protect your personal information when providing advice and arranging products. It also sets out your rights, how long we keep your data, and who to contact if you have any questions or concerns.
